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Alison joined Edwin Coe in 2016 as Head of Private Client.

Alison acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust and estate planning matters. She advises on and creates solutions to hold, protect and pass on the wealth of her clients to minimise tax and maximise the protection against non-tax threats such as remarriage of the survivor, divorce of beneficiaries, family disputes, financially vulnerable or immature heirs, or simply “too much, too soon”.

She has particular experience of relating the solutions to clients’ financial and investment planning situations and for business owners, of dovetailing personal and business succession planning.

Her experience includes:

  • Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.
  • Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.
  • Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.
  • Advising high net worth clients on creating family trusts and family investment vehicles.
  • Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.
  • Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.
She is a very competent private client lawyer with exceptional knowledge of the wealth investment world. She is also a s...

Chambers High Net Worth 2018

She is a very competent private client lawyer with exceptional knowledge of the wealth investment world. She is also a strong presenter and well-liked by clients.

Chambers High Net Worth 2018

Credentials

  • Silver award winner in the Inspirational Woman of the Year category at the Citywealth Powerwomen Awards 2018

  • Listed by eprivateclient as one of the 50 Most Influential Private Client advisers in the UK 2019, 2018, and 2017

  • Recommended in Citywealth leaders list 2017, 2016 and 2015

  • Ranked as a Leading Individual in the Chambers High Net Worth Guide 2018

  • Recommended in The Legal 500 2019

  • Member of the Law Society

  • Member of The Society of Trust and Estate Practitioners (STEP)

  • Member of The Association of Taxation Technicians

  • Previous co-editor of Houseman, The Law of Life Assurance

  • Previous member of ABI Product Tax Panel

Quotes

I find her fantastic, she has an absolutely first-class manner of communication. She conveys complicated concepts in ...
Chambers High Net Worth 2017

I find her fantastic, she has an absolutely first-class manner of communication. She conveys complicated concepts in a way that even the least intuitive clients can understand and they leave with an understanding of how the estate plan being implemented will help them.

Chambers High Net Worth 2017

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all roun...
Leaders List 2017

Alison is dedicated to giving her clients a first class service. She has an excellent and unusually in-depth all round knowledge of legal, technical and practical matters affecting private clients.

Leaders List 2017

She has good flexibility and is good at getting clients to discuss what they need openly, and she combines that with ...
Chambers High Net Worth 2017

She has good flexibility and is good at getting clients to discuss what they need openly, and she combines that with being really technically knowledgeable and having very up-to-date knowledge.

Chambers High Net Worth 2017

I am always happy to work with Alison, she understands exactly where we are coming from. She delivers practical advic...
Leaders List 2016

I am always happy to work with Alison, she understands exactly where we are coming from. She delivers practical advice in a commercial context, is adept at managing expectations and communicates refreshingly clearly.

Leaders List 2016

Delivers extremely technical advice in a practical and commercial context, is adept at managing expectations and comm...
Leaders List 2015

Delivers extremely technical advice in a practical and commercial context, is adept at managing expectations and communicates refreshingly clearly... She and her team go the extra mile to ensure that clients are appropriately and sensitively advise.

Leaders List 2015

  • Single page view

Alison Broadberry

Partner

Alison joined Edwin Coe in 2016 as Head of Private Client.

Alison acts for high-net-worth UK and non-UK domiciled clients on a wide range of tax, trust and estate planning matters. She advises on and creates solutions to hold, protect and pass on the wealth of her clients to minimise tax and maximise the protection against non-tax threats such as remarriage of the survivor, divorce of beneficiaries, family disputes, financially vulnerable or immature heirs, or simply “too much, too soon”.

She has particular experience of relating the solutions to clients’ financial and investment planning situations and for business owners, of dovetailing personal and business succession planning.

Her experience includes:

  • Advising on implementing practical estate plans to reduce inheritance tax and preserve wealth for individuals, couples and families; and ensuring that their wealth is preserved to support the surviving heirs and successive generations.
  • Implementing sensitive, practical and tax efficient estate planning for families where there are children or other heirs from more than one marriage or prior relationship; balancing the needs of the surviving spouse and all the children, minimising the risk of future conflict.
  • Advising clients owning and acquiring properties (in particular to assist their children on to the property ladder or those wishing to hold “buy to let” properties) on opportunities to save tax and protect the value from non-tax threats.
  • Advising high net worth clients on creating family trusts and family investment vehicles.
  • Ensuring assets will pass under tax-efficient and wealth protecting Wills and dovetailing this planning with asset protection trusts for life policies and pensions.
  • Advising business owners on maximising the availability of entrepreneurs’ relief for capital gains tax and business property relief for inheritance tax; dovetailing personal and business succession planning including advising on business protection strategies often involving the use of life assurance and trusts.

Expertise

  • Private Client: Overview
  • Wills and Lasting Power of Attorney
  • Tax
  • Estate and Inheritance Tax Planning
  • Trust Planning and Succession Planning
  • Wealth Preservation

Credentials

  • Silver award winner in the Inspirational Woman of the Year category at the Citywealth Powerwomen Awards 2018

  • Listed by eprivateclient as one of the 50 Most Influential Private Client advisers in the UK 2019, 2018, and 2017

  • Recommended in Citywealth leaders list 2017, 2016 and 2015

  • Ranked as a Leading Individual in the Chambers High Net Worth Guide 2018

  • Recommended in The Legal 500 2019

  • Member of the Law Society

  • Member of The Society of Trust and Estate Practitioners (STEP)

  • Member of The Association of Taxation Technicians

  • Previous co-editor of Houseman, The Law of Life Assurance

  • Previous member of ABI Product Tax Panel

Contact

Telephone:
+44 (0)20 7691 4033

Email:
alison.broadberry@edwincoe.com

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